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We don't want clients to be able to book appointments until they've provided information about themselves, signed liability waivers and paid.  Therefore, it seems like a good idea to incorporate our Client Information Form into the bookly process. It begins:

_________________________________________

Client Information Form

To better serve your health and fitness needs, please take a few minutes to complete this

form. The information you provide is confidential and will only be used by Movement Craft to better assist you.

Thank you.

 

Name:__________________________________________Date:________________________

 

Address: ________________________ City: _____________________ State: ____ Zip: ______

 

Home Phone: ­­_______________ Cell Phone: _______________ Work home: ______________

 

Email Address: ______________________________________ Date of Birth: ______________

 

Emergency Contact Name: ________________________________ Phone: _______________

 

  1. What specific fitness or health goals do you hope to achieve?

___________________________________________________________________________

____________________________________________________________________________

 

  1. Please list all previous and current physical activities, exercise, sports, and overall “movement”
    history? This can include any child-hood activities as well.

____________________________________________________________________________

____________________________________________________________________________

____________________________________________________________________________

 

  1. Have you ever done Pilates before (Mat, Equipment, both)? __________________________

______________________________________________________________________________________________

 

AND SO ON . . .

 

Then there's the Waiver of Liability:

______________________________________________

Policies

Payments & Cancellations

Payment is required in advance of all services and all payments are non-refundable.  We accept all major credit cards, as well as FSA and HSA.  Clients must cancel all appointments at least 24 hours in advance, although more advanced notice is preferred.  Full payment will be assessed for later cancellations. 

Waiver of Liability and Informed Consent Release

I understand that the sessions I participate in with Movement Art, LLC d/b/a Movement Craft (“Movement Craft”) are provided for the purpose of improving health, wellness, and fitness and can incorporate exercises which may include a focus on any of the following: breathing and restorative body work, flexibility, strength, stress reduction, relief of muscular tension, mobility, balance, and/or the balancing/aligning of the body for proper posture.  If I experience any type of pain, discomfort, or feel ill during this/these session(s), I will immediately inform Movement Craft and cease any physical activity; furthermore, I will not participate in a session with Movement Craft if I am experiencing any symptoms of unexpected pain or illness.

_______________________

AND SO ON TO A SIGNATURE INPUT . . .

Is this a good idea?  If so, I can't tell if the "Custom Fields" add-on is the right choice, or "Client Information."  Which should we choose?  Alos, we are debating if we should use a service like DocuSign to verify signatures.  If we decide we need one, will we be able to incorporate it into this form input area?  

 

 

2 comments

  • 0
    Avatar
    Richel

    Hi Linda, 

    Thanks for your message. 

    Depending on your needs, you can use either of these add-ons below. 

    - Bookly Customer Information Add-on: https://support.booking-wp-plugin.com/hc/en-us/articles/360001696154-Custom-data-in-client-s-profile-Customer-Information-Add-on- allows you to extend a customer profile with additional data about the client which gives you the option to create various types of custom fields with different questions and collect the required info right in the Customers section in Bookly and all the information will only be available right in the Customers section in Bookly. Please check the demo https://www.booking-wp-plugin.com/demo/customer-information/ to get a better understanding of how it works and be able to discern if it fits your business needs.

    - Bookly Custom Fields Add-on: https://support.booking-wp-plugin.com/hc/en-us/articles/115003963514-Custom-Fields-add-on allows you to create the different types of questions which the clients would need to fill out before the booking confirmation and all these reservation details will be added to your Bookly Calendar and can also be added to the email notifications for both your staff members and customers. Please check the demo https://booking-wp-plugin.com/demo/custom-fields/ to get a better understanding of how it works and be able to discern if it fits your business needs.

    However, the signature input isn't supported as well as integration with DocuSign isn't implemented yet. Perhaps as a workaround, the link to the DocuSign material can be included in one of the fields as a hyperlink. 

    For additional questions or concerns, please send us an email to support@bookly.info with this ticket number 125812 and your purchase code for Bookly PRO so we could look into this matter.

    Many thanks! 

  • 0
    Avatar
    Deanna Wickey

    I am wondering if there is a best practice for all my clients complete intake forms online that will be attached to each client profile based on what service they do each time - so it will need to be client based as well as service based.  Does anyone have a good idea as to how this should be done?  

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